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60 Raymondjames Client Services Associate Jobs Hiring Near You

SAGE Counseling

Client Services Associate

$22/hr

Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona. Pay: up to $22.00 per hour Bilingual differential ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Client Services Associate (CSA) TeamCivX is California's leader in election strategy and communications for public agencies. We create and execute informational communication strategies for public ...

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Infographic showing various Client Services Associate job openings at Raymondjames in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 65% Physical, 33% Hybrid, and 2% Remote job distribution.

Client Services Associate

Axelon Services Corporation

Jacksonville, FL • Hybrid

$43/hr

Other

Re-posted 19 days ago

Job description

Global Financial Firm located in Jacksonville, FL has an immediate contract opportunity for an experienced Client Services Associate
Work Mode: Hybrid 
Pay rate range: $43.00 - $ 46.00 Negotiable based upon years of experienceResponsibilities:
  • Fully accountable for servicing and supporting our Investment and/or Banking clients.
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
  • Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
  • Confidently articulate the value proposition for our Private Client and digital programs available.
  • Directly responsible for providing timely responses to client service requests, received via telephone or email.
  • Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
  • Ensures customer claims and complaints are handled in accordance with company and firm policy.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Requirements:
  • 0+ years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
  • Basic understanding of investment and financial planning strategies preferred.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • Excellent verbal and written communication skills. Ability to communicate at a professional level.
  • Capable of working independently within established procedures and make decisions without manager approval.
  • Able to perform multiple functions with a high degree of accuracy.
  • Ability to support a diverse array of products and services.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
  • Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required).
Preferred Skills:
  • Bachelor’s/University degree, Master’s degree preferred.
Axelon logo

About Axelon

Sourced by ZipRecruiter

Axelon is a leading staffing and recruiting firm headquartered in New York, NY, US. Rooted within the staffing solutions industry, it was established with a mission to connect and leverage talent worldwide. Its official website is axelon.com. Axelon provides a range of services from staffing solutions to consulting services. With decades of service delivery experience under their belt, they possess an unrivaled ability to deliver global talent across all industries and professions, including information technology, administrative, engineering, professional, and scientific sectors. Axelon places strong emphasis on collaborative values, tirelessly working to build strong relationships with clients, candidates, employees, and vendors alike.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

New York, NY, US

Year founded

1977

Social media

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